ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $304,891 | +19.6% | 4,464 | +36.8% | 0.12% | +25.8% |
| Q1 2022 | $255,000 | -3.0% | 3,263 | +5.7% | 0.09% | -2.1% |
| Q4 2021 | $263,000 | +9.6% | 3,087 | +3.1% | 0.10% | -1.0% |
| Q3 2021 | $240,000 | -1.6% | 2,995 | 0.0% | 0.10% | -7.7% |
| Q2 2021 | $244,000 | -44.3% | 2,995 | -45.5% | 0.10% | -54.4% |
| Q1 2021 | $438,000 | +8.7% | 5,498 | -1.4% | 0.23% | -5.4% |
| Q4 2020 | $403,000 | +21.0% | 5,576 | +300.0% | 0.24% | -3.2% |
| Q3 2020 | $333,000 | +6.7% | 1,394 | 0.0% | 0.25% | +1.6% |
| Q2 2020 | $312,000 | +25.3% | 1,394 | 0.0% | 0.24% | -4.7% |
| Q1 2020 | $249,000 | -25.0% | 1,394 | 0.0% | 0.26% | +1.6% |
| Q4 2019 | $332,000 | +6.4% | 1,394 | 0.0% | 0.25% | -1.9% |
| Q3 2019 | $312,000 | -16.4% | 1,394 | -15.4% | 0.26% | -18.4% |
| Q2 2019 | $373,000 | +2.2% | 1,648 | 0.0% | 0.32% | -4.8% |
| Q1 2019 | $365,000 | +15.9% | 1,648 | 0.0% | 0.33% | -4.6% |
| Q4 2018 | $315,000 | – | 1,648 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |